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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $598,061 | $136,860+337.0% | $120,344+397.0% | $154,746+286.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 14.61% | 21.38%-6.8pp | 20.30%-5.7pp | 172.34%-157.7pp |
| Employer contribution / active EE | $20,385 | $3,533+477.0% | $3,020+575.0% | $4,379+365.5% |
| Participant deferral / active EE | $14,342 | $5,793+147.6% | $5,135+179.3% | $6,730+113.1% |
| Admin fee / account holder | $6,081 | $15,393-60.5% | $12,742-52.3% | $14,365-57.7% |